Keystone Financial Planning

Latest statistics and disclosures from Keystone Financial Planning's latest quarterly 13F-HR filing:

Portfolio Holdings for Keystone Financial Planning

Companies in the Keystone Financial Planning portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab Strategic Tr us dividend eq 5.29 204500 +5% 57.92
Vanguard High Dividend Yield ETF (VYM) 4.37 104573 93.71
AT&T; (T) 4.10 235244 +2% 39.08
Coca-Cola Company (KO) 3.78 152992 55.35
Pfizer (PFE) 3.75 214402 +3% 39.18
CVS Caremark Corporation (CVS) 3.62 109342 -4% 74.29
Ishares High Dividend Equity F 3.60 82251 98.07
3M Company (MMM) 3.39 43058 +2% 176.41
Unilever (UL) 3.38 132473 57.17
GlaxoSmithKline (GSK) 3.37 160849 46.99
Dominion Resources (D) 3.26 88232 82.82
Chevron Corporation (CVX) 3.18 59050 120.51
Exxon Mobil Corporation (XOM) 3.15 101186 +4% 69.78
British American Tobac (BTI) 3.12 164452 42.46
Philip Morris International (PM) 3.05 80440 +2% 85.09
General Mills (GIS) 2.85 119397 53.56
Wells Fargo & Company (WFC) 2.76 115003 53.80
United Parcel Service (UPS) 2.67 51095 +3% 117.06
Franklin Resources (BEN) 2.65 228283 +999% 25.98
Altria (MO) 2.65 119053 +8% 49.91
Paychex (PAYX) 2.58 68072 85.06
American Electric Power Company (AEP) 2.52 59739 94.51
Microsoft Corporation (MSFT) 2.27 32245 157.70
Cardinal Health (CAH) 2.20 97272 50.58
Johnson & Johnson (JNJ) 2.15 33057 145.87
Boeing Company (BA) 1.98 13631 -3% 325.73
Amgen (AMGN) 1.98 18379 241.09
International Business Machines (IBM) 1.90 31824 134.05
Cisco Systems (CSCO) 1.61 75304 +13% 47.97
Wec Energy Group Inc Com stock 1.44 35002 92.22
Apple (AAPL) 1.42 10834 293.61
Royal Dutch Shell (RDS.B) 1.32 49284 59.98
BlackRock (BLK) 1.30 5807 -54% 502.67
QUALCOMM (QCOM) 1.23 31324 -10% 88.24
U.S. Ban (USB) 1.15 43466 59.29
ABB (ABB) 1.09 101339 -2% 24.09
Sanofi-Aventis SA (SNY) 1.06 47142 50.21
McDonald's Corporation (MCD) 0.95 10811 197.58
Lockheed Martin Corporation (LMT) 0.45 2592 -11% 389.27
Xcel Energy (XEL) 0.36 12725 -2% 63.50
Vanguard REIT ETF (VNQ) 0.24 5837 92.86
Pepsi (PEP) 0.23 3847 -3% 136.73
Southern Company (SO) 0.20 7010 63.77
Abbvie 0.20 5076 88.46
W.W. Grainger (GWW) 0.16 1036 -7% 338.80

Past Filings by Keystone Financial Planning

View past SEC 13F filings by Keystone Financial Planning

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